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Delivered in Winter 21
Delivered in Winter 21

Dynamic Quote Field Sets

Salesforce CPQ

Currently there is functionality through use of a special field called "EditLinesFieldSetName" that allows you to use a formula that returns the appropriate quote line field set in the QLE.

This idea is to use the same type of functionality to allow for dynamic quote field sets to be displayed in the QLE. Currently you can add different fields to the Quote object field set "SBQQ__LineEditor," but you cannot make additional field sets for dynamic display in the QLE.

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Latest Comment from Salesforce

  • Arun Gunari - 2 months ago

    With the Winter '21 release, we are providing the ability to tailor the quote fields that you show in the quote line editor dynamically so users see only the fields that they need. To learn more, please see release notes.
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